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Name Holding Trade Value Shares
Change
Change in
Stake
RPWA
1901
Regent Peak Wealth Advisors
Georgia
$662K -$7.63K -21 -1%
TNBTD
1902
Trustmark National Bank Trust Department
Mississippi
$661K -$57.4K -158 -8%
RHAM
1903
Round Hill Asset Management
California
$661K
TIA
1904
Traphagen Investment Advisors
New Jersey
$660K +$19.6K +54 +3%
CFG
1905
Carr Financial Group
Massachusetts
$660K
NRW
1906
Nova R Wealth
Kansas
$654K
BAM
1907
Brave Asset Management
New Jersey
$649K +$43.2K +119 +7%
SHFA
1908
SS&H Financial Advisors
Michigan
$649K
RSWM
1909
Robertson Stephens Wealth Management
California
$648K -$324K -891 -33%
CFP
1910
Catalyst Financial Partners
Massachusetts
$648K +$62.8K +173 +11%
ZIG
1911
Zuckerman Investment Group
Illinois
$644K +$1.45K +4 +0.2%
ETIA
1912
Epic Trust Investment Advisors
Washington
$643K -$271K -745 -30%
EWM
1913
Evermay Wealth Management
Virginia
$643K
KA
1914
Kovack Advisors
Florida
$641K -$161K -442 -20%
CWP
1915
Concord Wealth Partners
Virginia
$637K +$109K +301 +21%
SC
1916
Solstein Capital
California
$637K -$233K -641 -27%
FNBOH
1917
First National Bank of Hutchinson
Kansas
$637K +$33.1K +91 +5%
MCM
1918
Monument Capital Management
Virginia
$637K +$55.6K +153 +10%
AWE
1919
Avidian Wealth Enterprises
Texas
$636K -$62.5K -172 -9%
CPA
1920
Capital Planning Advisors
California
$636K -$151K -415 -19%
JCM
1921
Jacobsen Capital Management
Utah
$633K -$855K -2,355 -57%
TAM
1922
Taurus Asset Management
New York
$633K
KC
1923
Knuff & Co
California
$632K
MAM
1924
McLean Asset Management
Virginia
$632K -$81K -223 -11%
LIA
1925
LBMC Investment Advisors
Tennessee
$631K